Basic Information
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Company
Jimmy Ray Financial -
Phone
+1 (502) 822-6359 -
Email
jimmyray@jimmyrayfinancial.com -
Website
www.jimmyrayfinancial.com -
Describe How You Would Like To Be Introduced Via Email
your trusted advisor -
What is your "why"? Why do you do what you do?
If you take care of people, they will take care of you. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you or your employees excited about the work benefits you or they receive? Are you open to different strategies for building personal wealth while reducing taxes and paying less fees? Do you have an exit strategy, estate plan, or retirement plan in place? -
Unique Selling Proposition
My work focuses on helping small business owners make better decisions around the money, people, and transitions that affect their business, ideally before those decisions become complex, expensive, and/or emotionally stressful. -
About me
Originally from Cali but have resided in five states (Kentucky being the fifth), and I have been to every state in the country, except Alaska. Big foodie. Love bourbon. My wife and I have two children and we like being active outdoors, going on trips, adventures, etc. -
Profession
Financial Services/Financial Advising -
Title
Financial Planner for Small Business Owners -
Hobbies and interest
Nature observation, bird watching, cloud spotting and stargazing. Also the art of doing nothing.
Contact Information
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Country
United States -
Facebook Business Page URL
https://www.facebook.com/jimmyrayfinancial/ -
LinkedIn Profile
https://www.linkedin.com/in/jimmyrayfinancial/